HIW
IVW icon

Holos Integrated Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holos Integrated Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Hold
957
– – 0.06% 106
2026
Q1 		$111K Hold
957
– – 0.06% 116
2025
Q4 		$118K Buy
957
+532
+125% +$65.1K 0.07% 87
2025
Q3 		$50.3K Hold
425
– – 0.03% 116
2025
Q2 		$48.8K Sell
425
-532
-56% -$52.7K 0.03% 114
2025
Q1 		$88.8K Hold
957
– – 0.06% 89
2024
Q4 		$97.2K Buy
+957
New +$95.5K 0.07% 82

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Holos Integrated Wealth's IVW Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 957 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #106.

Holos Integrated Wealth first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Holos Integrated Wealth held 957 shares of iShares S&P 500 Growth ETF worth $130K as of Q2 2026.
  • Holos Integrated Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #106 holding.
  • Holos Integrated Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.